We believe in a targeted approach to client service.

SS&C provides services for individuals and trusts and we serve clients in a number of industries. We focus our services on banking and finance, community development, construction, employee benefit plans, health care, insurance, manufacturing and distribution, not-for-profits, and real estate as well as large private companies and high-wealth individuals. In each industry segment, every client has unique characteristics that no one understands better than SS&C.  We believe in a targeted approach to client service and in building face-to-face relationships that go beyond the numbers.

Construction Industry Services

The construction industry faces a unique set of challenges that many other industries do not such as insurance and bonding requirements, labor issues, and a highly competitive bidding process--all of which vary from contract to contract.

If you operate a construction management firm, or are a general contractor, subcontractor, residential developer, or own a business in the construction-related trades, you need an accounting firm that understands the business.

We do.

We also maintain relationships with third-party professionals including real estate professionals, attorneys, and bankers and prepare the financial documents needed to obtain financing from creditors, banks, suppliers and bonding companies. And, if your goal is to increase profitability, you’ve come to the right place.

We offer a range of accounting and advisory services from to mergers and acquisitions and strategic planning to financial reporting compliance and construction audits. Here’s what we else do for you:

  • Financial statements - reviews, compilations, and audits
  • Financial reporting systems - review and implementation
  • Review internal project controls
  • Contractor dispute resolution
  • Construction audits
  • Tax return preparation
  • Payroll
  • Business valuation and succession planning

Stay ahead of the competition.

Our team of experienced tax and accounting professionals is ready to help you achieve the financial success you deserve.

Accounting Services for Healthcare Providers and DPC Practices

Healthcare is complicated, and, as you may have discovered, it takes much more than medical or healthcare industry expertise to build and maintain a successful medical practice. Fortunately, our team of experienced CPAs and accounting professionals is here to help. Not only will we work with you to strengthen your accounting procedures and processes to manage your business more effectively, but we also help you improve your bottom line by reducing operational costs and identify opportunities to build your healthcare practice.

Here’s what else we do for you:

  • Payroll processing
  • Financial reporting and monthly/quarterly statements including profit and loss
  • Tax preparation services
  • Tax planning
  • Cash flow and budgeting analysis
  • Audits, compilations, and reviews
  • Starting a new practice including entity selection

Our Healthcare Clients include:

  • Outpatient medical facilities
  • Physical Therapists
  • Medical doctors (Direct Primary Care or solo practitioner)
  • Pharmacies
  • Podiatrists
  • Optometrists
  • Chiropractors
  • Long-term care facilities
  • Medical-related businesses

Leave the accounting to us.